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Heartwood Wealth Advisors’s Coca-Cola KO Stock Holding History

Heartwood Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.07M Buy
25,464
+1,046
+4% +$82.6K 0.16% 64
2026
Q1 		$1.86M Buy
24,418
+1,629
+7% +$123K 0.16% 65
2025
Q4 		$1.59M Buy
22,789
+1,348
+6% +$94K 0.15% 63
2025
Q3 		$1.42M Buy
21,441
+1,281
+6% +$88.2K 0.13% 64
2025
Q2 		$1.43M Buy
20,160
+734
+4% +$52.3K 0.15% 60
2025
Q1 		$1.39M Buy
19,426
+1,483
+8% +$99K 0.16% 58
2024
Q4 		$1.12M Sell
17,943
-13
-0.1% -$849 0.13% 58
2024
Q3 		$1.29M Sell
17,956
-668
-4% -$45.7K 0.14% 53
2024
Q2 		$1.19M Buy
18,624
+1,275
+7% +$78.9K 0.14% 51
2024
Q1 		$1.06M Buy
17,349
+12,331
+246% +$741K 0.13% 51
2023
Q4 		$296K Hold
5,018
– – 0.04% 111
2023
Q3 		$281K Sell
5,018
-9,400
-65% -$564K 0.04% 110
2023
Q2 		$868K Hold
14,418
– – 0.12% 58
2023
Q1 		$894K Sell
14,418
-9,132
-39% -$553K 0.13% 53
2022
Q4 		$1.5M Sell
23,550
-329
-1% -$19.9K 0.23% 39
2022
Q3 		$1.34M Sell
23,879
-40
-0.2% -$2.49K 0.23% 37
2022
Q2 		$1.5M Buy
23,919
+1,255
+6% +$79.6K 0.25% 35
2022
Q1 		$1.41M Buy
22,664
+3,194
+16% +$194K 0.21% 40
2021
Q4 		$1.15M Buy
19,470
+2,685
+16% +$150K 0.17% 42
2021
Q3 		$881K Buy
16,785
+215
+1% +$12K 0.14% 44
2021
Q2 		$897K Buy
16,570
+4,639
+39% +$252K 0.14% 44
2021
Q1 		$629K Buy
11,931
+2,531
+27% +$127K 0.1% 49
2020
Q4 		$515K Hold
9,400
– – 0.08% 51
2020
Q3 		$464K Sell
9,400
-100
-1% -$4.81K 0.09% 48
2020
Q2 		$424K Hold
9,500
– – 0.08% 51
2020
Q1 		$420K Sell
9,500
-200
-2% -$10.8K 0.1% 41
2019
Q4 		$537K Buy
+9,700
New +$522K 0.1% 46

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Heartwood Wealth Advisors's KO Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Coca-Cola (KO) stake by 4.3% in Q2 2026, buying an estimated $82.6K and bringing the position to 25,464 shares worth $2.07M. The position accounts for 0.16% of the portfolio, ranked #64.

Heartwood Wealth Advisors first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,448 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Heartwood Wealth Advisors held 25,464 shares of Coca-Cola worth $2.07M as of Q2 2026.
  • Heartwood Wealth Advisors bought 1,046 Coca-Cola shares in Q2 2026, an estimated $82.6K.
  • Coca-Cola made up 0.16% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Heartwood Wealth Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.